Pekin Hardy Strauss’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
2025
Q1
$234K Sell
2024
Q4
$373K Sell
2024
Q3
$374K Sell
2024
Q2
$439K Sell
2024
Q1
$734K Sell
2023
Q4
$2.02M Sell
2023
Q3
$5.27M Sell
2023
Q2
$5.58M Buy
2023
Q1
$5.14M Sell
2022
Q4
$6.77M Buy
2022
Q3
$4.65M Buy
2022
Q2
$5.03M Buy
2022
Q1
$4.28M Buy
2021
Q4
$1.42M Sell
2021
Q3
$4.3M Sell
2021
Q2
$5.17M Sell
2021
Q1
$7.51M Sell
2020
Q4
$7.6M Sell
2020
Q3
$5.86M Sell
2020
Q2
$6.52M Sell
2020
Q1
$5.1M Buy